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ARI

Apollo Commercial Real Estate
ARI

266 hedge funds and large institutions have $1.91B invested in Apollo Commercial Real Estate in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

9% more funds holding

Funds holding: 243 → 266 (+23)

0.61% more ownership

Funds ownership: 67.35% → 67.96% (+0.61%)

4% less capital invested

Capital invested by funds: $1.98B → $1.91B (-$73.8M)

97% less call options, than puts

Call options by funds: $403K | Put options by funds: $12.6M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
266
Holders Change
+23
Holders Change %
+9.47%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
96
Reduced
70
Closed
19
Calls
$403K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$12.2M

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$20M
2
BlackRock
BlackRock
New York
+$14M
3
Invesco
Invesco
Georgia
+$8.42M
4
Goldman Sachs
Goldman Sachs
New York
+$7.13M
5
Morgan Stanley
Morgan Stanley
New York
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$29.2M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$19.9M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
-$7.32M
5
RA
Resource America
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$3K +$1.33K +72 +73%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$2.34K – – –
CFA
253
Carroll Financial Associates
North Carolina
$2K -$136K -7,375 -98%
FFW
254
Fusion Family Wealth
New York
$2K – – –
WT
255
Whittier Trust
California
$2K – – –
IFAM
256
Institutional & Family Asset Management
Colorado
$2K +$37 +2 +2%
VCP
257
Verus Capital Partners
Arizona
$2K +$1.85K +100 New
ECM
258
EII Capital Management
New York
$1.53K – – –
TFO
259
Tarbox Family Office
California
$1K -$2.16K -117 -75%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HAM
261
Highstreet Asset Management
Ontario, Canada
$1K – – –
SF
262
Synovus Financial
Georgia
$1K +$1.18K +64 New
SFS
263
Sowell Financial Services
Arkansas
$1K +$1.2K +65 New
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$1K +$1.46K +79 New
RA
265
Resource America
New York
– -$5.93M -309,500 Closed
Two Sigma Investments
266
Two Sigma Investments
New York
– -$5.75M -299,739 Closed
HS
267
Hazelview Securities
Ontario, Canada
– -$5.36M -279,629 Closed
BCM
268
Beck Capital Management
Texas
– -$3.11M -162,217 Closed
KM
269
Kalos Management
Georgia
– -$2.88M -150,043 Closed
AP
270
Advisors Preferred
Maryland
– -$1.33M -69,206 Closed
PCM
271
Price Capital Management
Louisiana
– -$1.17M -61,339 Closed
CEP
272
Chicago Equity Partners
Illinois
– -$1.1M -57,504 Closed
GC
273
Guggenheim Capital
Illinois
– -$733K -38,241 Closed
EW
274
Evoke Wealth
California
– -$640K -32,600 Closed
CAN
275
Claraphi Advisory Network
United States
– -$335K -17,499 Closed
8 9 10
11
12

ARI Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2019, worth a combined $1.91B — down 3.7% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ARI positions and 19 closed out — a net gain of 29 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Winton Group, adding an estimated $20M. The largest seller was Bessemer Group, cutting an estimated $29.2M.

  • 266 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2019, up from 243 in Q3 2019.
  • Funds reported $1.91B of Apollo Commercial Real Estate stock for Q4 2019, down 3.7% quarter-over-quarter.
  • 48 funds opened new Apollo Commercial Real Estate positions in Q4 2019 and 19 closed out, a net change of +29 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2019 was Winton Group, an estimated $20M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2019 was Bessemer Group, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2019.